Say what you want to see
No chart types, no query builder. A sentence is the whole specification.
Tell 1Presence what you want to see, in plain words. It gathers the numbers from whatever you have connected — inbox, calendar, files, notes, records you keep — and lays them out as tiles, charts, tables and progress bars. It chooses the shapes; you describe the question.
Headline total, where it went, biggest categories, the trend — drawn from your records and receipts.
Who fills your inbox, what is unanswered, which threads are going cold.
Progress, what is blocked, what shipped — pulled from wherever the work actually lives.
Miles, sessions, rest days, the week-by-week shape — read live from your connected fitness apps.
Not sure where to begin? Open your Dashboards page and the New Dashboard panel offers ready-made examples drawn from the very things you have connected — or type into the "make me a dashboard of…" line at the top. A new one is always a sentence away.
Then make it better by talking
The first version is a draft, and drafts are for reacting to. Say what should change and it changes — the rest stays exactly as it was. When a dashboard appears in a conversation it is one tap to open it full-size, and an Edit dashboard button opens it beside the chat already knowing what it is built from.
Layout is also yours to drag and resize by hand — your arrangement holds when the figures refresh.
Save it, and let it refresh itself
A one-off card answers today’s question. Save a dashboard and it gets its own home on your Dashboards page — a living gallery where each one shows a small, real preview of itself — and from there it can keep itself current.
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Save the ones worth returning to
Keep a dashboard and it leaves the chat and gets its own page, pinnable to your phone, ready whenever you open it.
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Give it a rhythm
Ask for a refresh schedule — "keep this current every weekday morning" — and a routine quietly redraws it with fresh figures. Nothing is scheduled unless you ask; until then, it refreshes when you say so.
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Check the freshness panel
Open any saved dashboard and a calm "data and freshness" panel tells you when it last refreshed and whether that went well, when it is due next, and which routine keeps it current — named, one tap away.
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Refresh now, change the pace, or pause
From the same panel: refresh it on the spot and watch it gather, pick a different cadence from a few friendly presets, or pause it for a while and pick it back up later.
One dashboard can even keep two rhythms at once: panels that read straight from a record you keep — instant and always exact — sitting beside a panel a routine refreshes each morning. Each part stays as current as it needs to be.
Overviews with doors in them
Some dashboards are really two views in one — the overview that shows the shape of things, and the detail behind any single row. Ask for that and each row becomes a door: tap a lead, a project, a category, and you drop into a view built for just that one, scoped to it, with a clear way back. It is built once and reused for every row, so two projects or two hundred work exactly the same.
An overview of the whole roster, and a per-client detail view one tap behind every row.
The dashboard asks with a tidy picker on its own page. You search your real records and choose; the whole view loads for that one, and clears back to everything.
Keep the whole list beside you
Working through a set one at a time — a call list, a client roster, a candidate pipeline? Ask for the list itself and a searchable rail runs down the side of the dashboard: every record from your data, not just the ones you have opened. Tap a name and the whole dashboard becomes that record’s view; move to the next without leaving the page.
- Save the filters you keep using. Build one — "hot leads", "London", "overdue" — name it, and it pins to the top as a button. Each can match on as many details as you like at once.
- Rows that know their shape. When the list is a kind 1Presence recognises — your contacts, say — each row lays itself out with a face, a name, a company and where they are up to. No columns to configure.
- Rows that act. Ask for a "who to call next" cockpit and every person gets a Call button. One tap and the call opens in your chat, your own phone ringing first. See the calls guide.
- It folds away on a phone. On a narrow screen the list tucks into a drawer, filters and sorting sliding up in their own panel.
Colour it, then hand it over
A small menu on any dashboard dresses it in a colour that fits — warm cream, deep umber, midnight, your team’s own shade — and the whole card answers at once. Theme the board in a tap, or give one panel or one tile its own mood; loosen the grid for breathing room or tighten it into one continuous surface. It saves itself instantly.
Sharing works exactly like sharing a document: flip on a public read-only link anyone can open with no account, or share it privately by email so it lands in their Shared with you — always live, always your latest figures. Give someone edit access and they can reshape it or bring it up to date just by asking their own assistant, every change landing on the one shared copy you both see.
The loop
Ask. Keep. Let it refresh. Click in.
Describe the view in a sentence; save the ones that matter; give them a rhythm and they stay true on their own — with every row a door into the detail, and the whole list never more than a glance away.
Common questions
Do I need to choose chart types?
No. You describe what you want to know; 1Presence reaches for whichever shapes fit — a headline figure, a ranked bar chart, a trend, a ring, a table, a progress bar — and arranges them. If you would rather it used a different shape, just say so.
Where do the numbers come from?
From things genuinely yours — your connected accounts, your vault, the records you keep. Every dashboard says in plain words where its numbers came from and when they last changed. Nothing is invented; if data only goes halfway, it tells you what is missing rather than guessing.
How does it stay up to date?
Three ways, your choice: read live from a record you keep (always exact), refresh on a schedule via a routine (ask for a cadence), or refresh when you tap. The data-and-freshness panel on every saved dashboard shows which is at work and when it last ran.
Can I change a dashboard without rebuilding it?
Yes — the Edit dashboard button opens it beside the chat already knowing what it is built from. Say what to change; the rest stays put. Layout you can also drag and resize by hand.
Can someone without a 1Presence account see my dashboard?
Yes, with a public read-only link — no account needed, revocable any time. Private sharing by email needs an account (free), and can grant view or edit.
Start with the thing you keep checking.
Whatever you look up every week — spending, pipeline, training, a project — say "make me a dashboard of it" and keep what comes back.
Saved dashboards live on your Dashboards page, refresh on your schedule, and stack cleanly on a phone.